Purchases and Sales Made in Q1 2024 in Ishares Core Dividend Growth E (DGRO)
This table provides information about the institutional ownership of Ishares Core Dividend Growth E (DGRO) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE DIVIDEND GROWTH E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.73KNew |
$466K - $507K
|
8.73K
$553K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.59K+ 2.17% |
$458K - $498K
|
405K
$25.6M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8.45K+ 4.37% |
$450K - $490K
|
202K
$12.8M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.36KNew |
$446K - $485K
|
8.36K
$529K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
8.17K+ 1.72% |
$436K - $474K
|
484K
$30.7M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.15K+ 51.08% |
$435K - $473K
|
24.1K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8.06K+ 110.79% |
$430K - $468K
|
15.3K
$971K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.7K+ 7.72% |
$411K - $447K
|
107K
$6.8M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.64K+ 4.59% |
$407K - $443K
|
174K
$11M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7.53K+ 2.71% |
$402K - $437K
|
286K
$18.1M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7.48KNew |
$399K - $434K
|
7.48K
$474K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.43K+ 4.62% |
$396K - $431K
|
168K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.29K+ 104.5% |
$389K - $423K
|
14.3K
$903K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.28K+ 1.65% |
$388K - $423K
|
449K
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
7.22KNew |
$385K - $419K
|
7.22K
$457K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
7.2K+ 5.01% |
$384K - $418K
|
151K
$9.55M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.19KNew |
$383K - $417K
|
7.19K
$455K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
7.19K+ 1.75% |
$383K - $417K
|
417K
$26.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.16KNew |
$382K - $415K
|
7.16K
$453K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
7.11K+ 166.18% |
$379K - $413K
|
11.4K
$721K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.06K+ 31.79% |
$377K - $410K
|
29.3K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
7.06KNew |
$377K - $410K
|
7.06K
$447K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7K+ 79.55% |
$373K - $406K
|
15.8K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
6.92KNew |
$369K - $402K
|
6.92K
$438K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
6.73KNew |
$359K - $391K
|
6.73K
$426K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.7K+ 13.73% |
$357K - $389K
|
55.5K
$3.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
6.65K+ 9.37% |
$355K - $386K
|
77.6K
$4.92M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.46K+ 8.62% |
$345K - $375K
|
81.4K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.35KNew |
$339K - $369K
|
6.35K
$402K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
6.26K+ 6.0% |
$334K - $363K
|
111K
$7.01M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6.07K+ 1.16% |
$323K - $352K
|
527K
$33.4M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
5.92K+ 4.18% |
$316K - $343K
|
148K
$9.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.72KNew |
$305K - $332K
|
5.72K
$362K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
5.68K+ 101.97% |
$303K - $330K
|
11.3K
$712K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.67K+ 12.86% |
$302K - $329K
|
49.8K
$3.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.57K+ 17.89% |
$297K - $323K
|
36.7K
$2.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
5.54KNew |
$296K - $322K
|
5.54K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
5.52K+ 5.84% |
$294K - $320K
|
99.9K
$6.33M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.46K+ 17.12% |
$291K - $317K
|
37.3K
$2.36M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.42K+ 3.19% |
$289K - $315K
|
175K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.25K+ 362.34% |
$280K - $305K
|
6.7K
$425K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.25KNew |
$280K - $305K
|
5.25K
$332K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.2K+ 2.0% |
$277K - $302K
|
265K
$16.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
5.2K+ 1.28% |
$277K - $302K
|
411K
$26M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.14K+ 3.04% |
$274K - $298K
|
174K
$11M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.07KNew |
$271K - $295K
|
5.07K
$321K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.99K+ 5.31% |
$266K - $290K
|
99K
$6.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
4.9K+ 112.69% |
$261K - $285K
|
9.25K
$586K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
4.88K+ 8.59% |
$260K - $283K
|
61.7K
$3.91M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.86K+ 4.47% |
$259K - $282K
|
114K
$7.2M
|